SalesforceIQ CRM (Discontinued)

SalesforceIQ CRM (Discontinued) Reviews

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Ratings and Reviews
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January 24, 2018

SalesforceIQ Believer

Melanie Zehr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address communication within as multiple people deal with customer locations.
  • Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
  • SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
  • SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
January 15, 2018

An ideal CRM tool

Score 9 out of 10
Vetted Review
Verified User
Review Source
It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
  • Price point for smaller startups. Not budget friendly.
A necessary tool for lead generation and business development.

SalesforceIQ CRM (Discontinued) Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (7)
91%
9.1
Customer data management / contact management (2)
90%
9.0
Territory management (2)
95%
9.5
Opportunity management (2)
80%
8.0
Integration with email client (e.g., Outlook or Gmail) (2)
95%
9.5
Quote & order management (1)
90%
9.0
Interaction tracking (2)
95%
9.5
Channel / partner relationship management (1)
90%
9.0
Marketing Automation (1)
74%
7.4
Lead management (2)
74%
7.4
CRM Project Management (3)
90%
9.0
Task management (1)
90%
9.0
Billing and invoicing management (1)
90%
9.0
Reporting (1)
90%
9.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting (1)
90%
9.0
Pipeline visualization (1)
90%
9.0
Customizable reports (1)
90%
9.0
Customization (4)
91%
9.1
Custom fields (2)
95%
9.5
Custom objects (1)
90%
9.0
Scripting environment (1)
90%
9.0
API for custom integration (1)
90%
9.0
Security (2)
93%
9.3
Single sign-on capability (2)
95%
9.5
Role-based user permissions (2)
90%
9.0
Social CRM (1)
90%
9.0
Social engagement (1)
90%
9.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation (1)
90%
9.0
Compensation management (1)
90%
9.0
Platform (1)
95%
9.5
Mobile access (2)
95%
9.5

What is SalesforceIQ CRM (Discontinued)?

SalesforceIQ CRM is a sales management tool is no longer supported by Salesforce.

It was designed to integrate with a sales team's email inboxes, automatically capture cross-platform interactions with customers, and analyze collected data to improve customer relationships. According to the vendor, SalesforceIQ powers sales teams with Relationship Intelligence technology, building the next generation of intelligent software to transform the way teams work through data-driven insights.

SalesforceIQ CRM (Discontinued) Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Marketing Automation Features

  • Supported: Lead management

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

SalesforceIQ CRM (Discontinued) Screenshots

SalesforceIQ CRM (Discontinued) Video

SalesforceIQ CRM (Discontinued) Integrations

SalesforceIQ CRM (Discontinued) Competitors

SalesforceIQ CRM (Discontinued) Pricing

SalesforceIQ CRM (Discontinued) Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)70%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)10%

SalesforceIQ CRM (Discontinued) Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, UK, Australia, New Zealand, Germany, Netherlands
Supported LanguagesEnglish